Position in OSCR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$593,643
+$316,230 QoQ
Shares Held
20,815
-13.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#221
of 401 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $709,084,664 across 11 Healthcare Plans names. OSCR ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
762,851 | $317,063,761 | |
| 2 | CVS |
CVS HEALTH Corp
|
1,791,866 | $185,368,537 | |
| 3 | CI |
Cigna Group
|
347,749 | $95,867,443 | |
| 4 | ELV |
Elevance Health, Inc.
|
175,144 | $67,733,438 | |
| 5 | CNC |
Centene Corp
|
450,504 | $28,917,850 | |
| 6 | HUM |
Humana Inc
|
26,738 | $10,620,868 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
5,989 | $1,369,684 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
51,652 | $1,229,834 |
All Filings in OSCR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,643 | 20,815 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $277,413 | 24,186 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $317,993 | 22,129 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $312,420 | 16,504 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $143,690 | 6,702 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $25,603 | 1,953 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $403 | 30 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $636 | 30 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $474 | 30 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||